DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Evoadvisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jamie Lynn Minton Byram | Evoadvisors independent RIA | Peace Within Financial state registered | RIA to a state-registered adviser | Jun 7, 2024 | Mar 17, 2025 (283 d) |
| Mariame Kathryn Pierce | Evoadvisors independent RIA | The Advisory Group Of San Francisco, LLC independent RIA | RIA to RIA | Nov 1, 2021 | Aug 5, 2024 (1008 d) |
| Lauren Kathleen Zangardi Haynes | Evoadvisors independent RIA | Spark Financial Advisors independent RIA | RIA to RIA | May 29, 2018 | Jun 1, 2018 |
Page 1 of 1
3 moves match.